See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,578 | $160,055-35.9% | $140,016-26.7% | $135,375-24.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.27% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $16,806 | $6,420+161.8% | $5,606+199.8% | $4,779+251.7% |
| Participant deferral / active EE | $900 | $7,642-88.2% | $6,927-87.0% | $5,609-84.0% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |